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Develop Career Paths through Certificates, Diplomas and Nationally Recognized Certifications
Center for Financial Training and Education Alliance
Trusted l Flexible l Experienced l Innovative
Unlock Your
Potential
cftea.org
CFT
EA
Spring 2
019 C
ata
log
Version: January 30, 2019
I am pleased to welcome you back to CFTEA, and I hope you enjoyed some time with family and friends during the end of the year.
This past spring we were proud to celebrate nearly 500 students
completing certificates and diplomas. Many of those students were
encouraged and supported by managers and leaders to gain
knowledge and confidence in their careers. It is an investment in their
success and so inspiring to see the strong voice of support provided to
employees by senior management and CEOs across Maine, New
Hampshire, Vermont and Virginia!
CFTEA continues to enhance learning and development
offerings with additional certifications, access to updated course
materials and clear career pathing options.
As we look to 2019, are you looking to gain or enhance
career skills for advancement and opportunity? Let CFTEA help
you reach your goals and succeed!
Mission
CFTEA is committed to offering professional continuing education programs in partnership with
financial institutions and their employees. We value and deliver a high standard of cost-effective
education programs while promoting personal growth through professional development.
Andrew Lederer
Executive Director
207.688.6226
CFTEA: Investing In Your Success
The Center for Financial Training and Education Alliance Is a Local ABA Training Provider
Connect With CFTEA
CFTEA Office:
60 Pineland Drive, Suite 303
New Gloucester, Maine 04260
207-688-6224 | 1-888-366-3242 | FAX: 207-514-8260
Tammy Perkins
Member Advocate and Enrollment Specialist
207-688-6225
2
TABLE OF CONTENTS
About CFTEA 4
Why Choose CFTEA? 4
Certificate, Diploma and Certificate Programs 5
CFTEA On Demand 5
Certificates 6
Diplomas 7
Certifications 7
Bachelor’s Degree 8
Learning Formats 9
Educational Career Paths 10-11
What’s New? 12-19
Business Skills 20-27
Compliance 28-31
Leadership, Management and Supervisory 32-34
Learning and Development 35
Lending 37-39
Professional Skills & Special Topics 40-43
Technology 35
Policies 44-47
Enrollment Form 48
3
The Center for Financial Training and Education Alliance (CFTEA) trains, guides and provides
opportunities to individuals and teams to help organizations unlock business value by optimizing
individual, team and organizational performance. With over 25 years in the learning and development
field, CFTEA is a partner of choice for business growth, employee recognition and advancement and
Industry trends. CFTEA has a reputation for providing high quality programs taught by experts with years
of real-world experience. Our various programs, certificates and diplomas can be personalized to
address unique client challenges, provide career pathing, reinforce culture and provide the greatest
experience for students and organizations while delivering material locally or virtually.
Why Choose CFTEA?
Your Trusted Partner in Transforming
Organizational Performance
Flexible Solutions
Our vast selection of course
offerings across various
program areas can be tailored
to create a learning solution
that best meets your
organization’s unique needs.
Our personalized approach to
each interaction allows us to
deliver the right solution every
time.
Collaborative Approach
We provide relevant,
actionable and practical
solutions tailored to address the
challenges specific to each
client. Our partnership with
organizational learning and
development allow for the
ability to address gaps to
ensure we are targeting the
right goals with measurable
results
Trusted Partner
We have been training
financial institutions and
businesses for more than 25
years. CFTEA is a valued
partner that is more than just
another training vendor as most
of our client relationships span
decades.
4
Your Trusted Partner in Transforming
Organizational Performance
(left-right) John Mondor, Amanda Lutz and Leah Williams
from Saco and Biddeford Savings Institution
The Center for Financial Training and Education Alliance (CFTEA) provides industry and nationally
recognized certificates, diplomas and certifications to help professionals advance through the mastery of
specific competencies. By covering foundational concepts with job focused tools and knowledge,
employee effectiveness is enhanced. Students walk away equipped with specialized skills that build
experience and confidence allowing for signification contributions to your career and organization.
Through our alliance with the American Banker’s Association, Ascensus, MindEdge, OnCourse and Total
Training Solutions, we offer jointly issued certificates to those organizations and professionals who are
looking for a certificate, diploma or certification program providing national recognition.
See pages six and seven for a complete listing of certificates, diplomas and certifications.
Certificate, Diploma and Certification Programs
CFTEA On Demand
What is important to your organization? For many,
especially those with limited training budgets, focusing in on
the right type of learning and development that will
empower and advance your team is critical. All of our
courses, certificates, diplomas and certifications can be
delivered privately to your team—at your location, at one of
our training locations or in a virtual setting.
Choose from our library of existing courses or we can tailor
any of our courses to fit your organizational needs and
approach. 5
Certificates
6
Business Skills Certificates
Bank Teller
Advanced Bank Teller
Customer Service Associate
Universal Banker
Customer Service Representative
Advanced Customer Service Representative
Personal Banker
Call Center Representative
Branch Manager
Bank Financial Management
Bank Solutions Provider
Business Credit Analyst
Business Credit and Tax Returns Analyst
Consultative Selling
Digital Marketing
Fraud Prevention
Foundational Bank Marketing
General Banking
Health Savings Account Expert
Human Resource Management
Member Services for Credit Unions
Sales Essentials
Sales Manager
Sales Skills
Security Awareness
Small Business Banker
Trust: Foundational
Trust: Intermediate
Trust: Advanced
Compliance Certificates
Bank Compliance—Front Line Bankers
Bank Compliance—Lending
BSA and AML Compliance
Deposit Compliance
Lending Compliance
Operational Risk Management
Leadership and Supervisory
Basics of Leadership Skills
Developing Leaders
Leadership
Leadership Development
Leadership Narrative
Managers as Leaders
Manager’s Toolbox
Professional Development for Supervisors I
Professional Development for Supervisors II
Project Management for Teams
Supervisor / Team Leader
Today’s Supervisor
Learning and Development Certificates
Instructor
Online Learning
Lending Certificates
Business & Commercial Lending
Consumer Lending
Residential Mortgage Lender
Professional Skills and Special Topics
Business Communication
Creativity and Innovation
Interpersonal Skills
Personal Development I
Personal Development II
The Customer Sales Experience
The Sales Experience
Students will receive diplomas and certificates at
Student Awards Banquets in June or from their
organization.
Looking to complete a certificate or diploma?
Required courses are to be completed by May 31.
Please call the CFTEA office at 888.366.3242 to
verify eligibility and intent to receive a completed
program.
Diplomas and Certifications
7
Business Skills Diplomas
Advanced Financial Services
Bank Marketing
Bank Operations
General Banking
Introduction to Human Resources
Military Bank Operations
Universal Banker
Lending Diplomas
Business Banking and Commercial Lending
Consumer Banking
Credit Analyst
Introduction to Lending
Residential Mortgage Lending
Leadership and Supervisory Diplomas
Supervision
Business Skills Certifications
Certified Health Savings Professional (CHSP)
Certified Banker (CB)
Certified Financial Industry Representative (CFIR)
Certified IRA Specialist I (CIS I)
Certified IRA Specialist II (CIS II)
Certified Teller—Maine Banker’s Association (CT)
Lending Certifications
Business Credit Analyst (BCA)
Leadership and Supervisory Certifications
Certified Modern Manager (CMM)
Learning and Development Certifications
Modern Classroom Certified Trainer (MCCT)
Are You Ready?
Celebrate Your Success at CFTEA ‘s Student Awards Banquet in June 2019!
Check your course progress
to meet the May 31
completion date to
receive recognition for
your hard-earned
certificate, diploma or
certification.
Banquet locations and
dates will be announced
shortly!
Check cftea.org for the
latest details and
information.
8
Is a degree in banking right for you?
Have you:
Completed any CFTEA classes listed?
Earned a banking diploma through CFTEA
Taken any college courses?
Completed your Associate’s Degree?
If you answered yes to any of these questions, you’ve
already started earning your B.S. in Business
Administration with a Banking specialty from Saint
Joseph’s College of Maine.
Not in Maine? No problem! All of Saint Joseph’s
College classes are available as distance-learning
classes. Wherever you are, you can participate in this
degree program!
THIS PROGRAM’S SPECIAL FEATURES:
Designed for banking professionals who want to
advance their careers.
Courses are a combination of CFTEA courses and
distance education courses from Saint Joseph’s
College
Achieve your degree efficiently by earning college
credit for select banking credentials.
Most prior learning and career training qualify as
degree credits (e.g. college courses, military
training and CEUs).
BENEFITS OF A DEGREE THROUGH SAINT
JOSEPH’S COLLEGE:
Greater career opportunities.
Better financial future for you and your family.
Superior, personalized education with our one-on-
one faculty-guided learning.
Flexibility of completing your course work on your
schedule, at your pace, at any location.
Dedicated student services and support geared to
adult learners.
Bachelor of Science in Business Administration (BSBA)
Banking Major at St. Joseph’s College Credits
Students enrolled in the program must earn 128 semester
hour credits, 25% of which must be completed through
Saint Joseph’s College. Business courses consist of 74
credits, with 12 business core courses (36 semester-hour
credits); 11 required specialization core courses (29
semester-hour credits taken through CFTEA), 3 business
elective courses (9 semester-hour credits)
Required Banking Classes taken through CFTEA:
1350: Money and Banking
1370: Principles of Banking
1870: Professional Writing Skills (1 credit minimum)
3670: Law & Banking Applications or BA302: Legal
Environment of Business II
4310: Supervision
5465: Presentation Skills (1 credit minimum)
6350: Commercial Lending
6920: Analyzing Financial Statements
7008: Consumer Lending OR Consumer Lending
Certificate
7820: Residential Mortgage Lending or 7880: Real
Estate Finance
7740: Marketing for Bankers
For more information, or to discuss your entry into
the program, contact Saint Joseph’s College:
Online Admissions: 1-800-752-4723 OR
email: [email protected]
Your SJC admissions counselor will be able to
provide information about potential partnership
discounts for your institution.
Your CFTEA Contact for the Saint Joseph’s College
program is [email protected]
9
Instructor Led Online
Subject matter expert instructors guide learning outcomes and
support. The instructor is available to answer questions and
provide feedback on your assignments. Each week you will
receive an assignment over the Internet. The assignments may
include reading a chapter in your text, completing an
assignment to post on the discussion board, taking a self-
check test, or collaborating with other students using
discussion boards and email.
Guided Learning (formerly Assisted Self Study)
If you find attending live classes difficult with your busy
schedule and family obligations, and online training is not
your preference, Guided Learning is a powerful option. For
each Guided Learning class you will be required to study on
your own; however, you will have an instructor available to
assist with material. Upon registering for a Guided Learning
class you will receive the class material within two weeks
including an introduction letter, a syllabus and instructions for
working through and completing your chosen class.
Live and In-House
Live and In-House training options provide face-to-face access
to the instructor as well as fellow learners. Instructors are
subject matter experts that support a format that allows for
active discussion and material exploration related to
challenges in today’s ever-changing business world. Students
attend in-person at a specified location, time and while
connecting with fellow learners in their field. Sessions are
held at various locations throughout Maine, New Hampshire,
Vermont and Virginia!
Self-Paced eLearning
Self-Paced eLearning topics that provide high flexibility for
busy students while balancing a high quality experience.
These programs include a mixture of instruction, case studies,
assessments, exercises, videos, engaged learning structures
and job aids. The topics covered are relevant in an ever-
changing business environment. Self-Paced eLearning content
is delivered in partnership with ABA, Ascensus, HRDQ,
MindEdge and OnCourse. All our partners have earned
national recognition, customer loyalty and an unmatched
reputation for engagement and results in the learning and
development field.
Learning Formats
Seminars
Various seminars are conducted throughout Maine, New
Hampshire, Vermont and Virginia. Seminars allow for live, small
group discussions on focused topics in business and professional
development. Instructors are subject matter experts and provide
key insights into professional growth in highly specialized topics.
Webcourse
Webcourse options combine the personal interaction of a live
class with the convenience of attending a class anywhere you
have an Internet and phone connection. With a set date and
time, students interact by preparing homework assignments for
classroom discussion and reviewing instructor materials
discussed with the class. Through engaged learning, students
participate in “classroom” discussions and ask instructor
questions. Finish the class in fewer sessions earning the same
credits as comparable Live class options.
Webinars
CFTEA’s partnership with Total Training Solutions allows access
to a large variety of training programs and subject matter experts
for financial institutions of all sizes in the area of compliance,
IRAs, teller skills, credit analysts, security and operations. This
type of training program combines the clarity of a conference
call with the interactions and visual presentation online. With a
speakerphone and projector, an entire room of attendees can
participate at the same low cost. If an internet connection is not
available, students may participate by listening to the program
over the telephone and following along with written materials.
Unable to attend at the scheduled time? Programs are available
with additional OnDemand or CD-ROM options for playback at
a time that convenient for organizations and their employees.
View all of the topics available in the coming months as well as
their times and dates on the CFTEA Website, www.cftea.org.
10
. Educational Career Paths
There are so many different ways to advance your career these days that sometimes, it’s hard to distinguish
among the choices. .CFTEA has a rich history of helping professionals develop the knowledge and skills to
advance in the workplace. What can we learn that will help prepare us for the future challenges that are
coming faster than we can imagine?
CFTEA provides customizable and suggested educational career paths to provide the opportunity to
enhance capability and depth of knowledge. For a personalized discussion, contact Andrew Lederer at
207.688.6226.
TBA Certification
Banking—Retail Business Skills
Certified Teller Certification
Certified Banker
Certification
Universal Banker
Certificate
Customer Service
Representative
Certificate Professional Development for
Supervisors I and II
Certificates
Manager’s Toolbox Certificate
Certificate in Leadership
Project Management for
Teams
Managers as Leaders
Certificate
Certificate in Business
Communication
TBA Introduction to
Lending Certificate
Certified IRA / HSA
Specialist I Certification
Notary Workshop
IRA Basics / Essentials
OnDemand
General Banking Diploma
Ask CFTEA about personalized
Educational Career Paths:
Lending
Deposit Operations
Compliance
Leadership / Teamwork
Unlock Your
Potential
Security Awareness
Certificate What Is
Your Next Step?
Skills
Expansion
11
. Educational Career Paths
Explore our professional development courses to create a unique partnership that provides access to subject
matter experts that draw from current, real-life experiences.
Most busy professionals looking to advance their careers find that traditional educations are expensive,
lengthy and require students to take courses unrelated to their careers. However, career specific
educations offer an affordable alternative to finding a fulfilling career that takes less time while focusing in
on an employee’s area of interest. To gain a competitive edge, research shows that employers that
contribute to continuing education end up saving in the long-term, as well as building and a loyal employee
base. S(ource: MediaPlanet, Education and Career News.)
Learning and Development
Instructor Certificate
Develop skills for in-person
and webcourse sessions.
Online Learning Certificate
E-learning continues to
grow. Develop skills for
crafting successful online
learning experiences.
Modern Classroom
Certified Trainer (MCCT)
Certification
Instructors at all levels of
experience demonstrate
delivering a course using
the latest training
technologies and
approaches.
Completion of courses does not
guarantee placement or advancement
within an organization.
Professional Development for
Supervisors I and II
Certificates
Certificate in Leadership
Today’s Supervisor
Certificate
Managers as Leaders
Certificate
Supervision Diploma
Leadership, Management
and Supervisory
Manager’s Toolbox Certificate
Project Management for
Teams Certificate
Certificate in Business
Communication
Ask CFTEA about personalized
Educational Career Paths:
Business Skills
Leadership / Teamwork
New educational career
paths and certifications
are constantly being
developed to support
employees through job
specific material and
subject matter experts.
Check cftea.org for the
latest educational career
paths developments for:
Branch Assistant
Managers
Branch Managers
Call Center
Deposit Operations
Leadership
Lending and more!
12
What’s New?
Written Communication
© 2019
New and Improved Textbooks
Today’s Teller:
Developing Basic Skills
© 2018
Verbal Communication
© 2018
Legal Foundations in
Banking
© 2018
Updates and Merges Law & Banking:
Applications and Principles
Photo Contest We are launching our first annual Show Your
CFTEA Pride photo contest. This contest provides
a way to show your pride, enthusiasm and partnership
with CFTEA!
Be part of history! Be creative, authentic and capture your individual or team pride by
submitting a high resolution photo to the Show Your Pride photo contest. If you are
the lucky winner, your photo will be displayed on the cover of our next CFTEA
catalog!
The best part of the photo contest is that the rules are easy:
Be sure to have you or your team creatively showcase your love and
appreciation for CFTEA.
Show off our colors of blue and white and CFTEA swag!
All photos should be submitted in portrait orientation and have a
neutral background to fit the catalog cover.
These photos will be posted on our Facebook page for voting.
Please review with your HR and Marketing departments before
submitting Email your photos to [email protected] by
April 30, 2019.
What’s New?
13
Live, Instructor Led, One-Hour Classes
MASTER THE SKILLS YOU NEED
IN THE TIME YOU HAVE
Learn specific tasks from Microsoft Excel,
such as building a pivot table or
ensuring data integrity. With new
sessions offered this semester and more
to come, Power Hour is the perfect
instructor led short session training
solution.
Visit the Technology category for details.
Conquer the Office 60 Minutes at a Time
with Power Hour.
Power Hour is 60 minutes of instructional
adrenaline that will teach you precisely what you
need to know in exactly the amount of time you
can spare. Individual task-focused sessions will
transform your work into a super-powered
productivity machine.
14
What’s New?
Enhance Your Potential, Build Your Leadership Narrative
“If you aren’t the author of your own story, you’re the victim of it.” ~ Jim Loehr
Are you telling the story about your work that you want people to hear? Are you telling it in a way that they can hear it?
Are you seeking a larger, more strategic impact on your organization?
Are you overwhelmed with your tactical, daily operational role?
Does the pace of your work make it difficult to focus on larger, more strategic issues?
Do you feel you’re the only one struggling with these challenges?
Regardless of where you are in your career – looking to achieve the next level, from tactician to strategic decision maker; or as a senior professional trying to show that you can provide value to an organization – you need to tell your leadership narrative – the story of your unique value – what you love doing and do better than anyone else.
Enhance Your Potential, Build Your Leadership Narrative will help you define your leadership narrative and to align it to your goals. You will identify your professional / career goals for the year, with strategies and a roadmap to meet those goals.
In this class you’ll learn to:
Understand Your Individual Strengths via StrengthsFinder 2.0
Align Your Strengths with Your Professional Goals by defining your goals for 2019
Develop Your Leadership Narrative by explaining
What You Do
Why You Do It
Who You Do It For
How You Do It
How To Get There From Here: An Action Plan for Achieving Your Professional Goals by aligning key tasks to your goals with specific timeframes for completion
15
What’s New?
Scott Woodard is an executive and career development coach, helping leaders transform from strong to superb. He frames issues so people can take action and achieve their goals – for themselves, their organizations, their communities. He works with individuals and teams to see new patterns and create alternative ways to move forward. Together they identify small actions that lead to big changes.
Scott has conducted workshops and trainings to assist people in effectively showcasing their unique value. He has provided workshops for leaders in career transitions, providing the appropriate tools that demonstrate the value they bring to potential employers.
Scott has also facilitated workshops and trainings for teams to identify their strategic goals and develop measurable outcomes.
He has coached people from all walks of life: corporate executives and elected officials challenged to transform their organizations; Boomers trying to determine the “second acts” of their lives; and new graduates starting out in their first career.
Prior to his professional coaching career, Scott enjoyed a long career as a successful policy advisor to state and local elected leaders in Colorado. He was honored to receive a German Marshall Fund Fellowship in recognition of problem solving leadership for public sector leaders. He holds a Master’s degree in Public Administration and a BA in history.
He lives in Scarborough, Maine with his wife, a psychotherapist...so he is truly in touch with his feelings.
Enhance Your Potential, Build Your Leadership Narrative
Course Code: C5030L $325
Location: New Gloucester, Maine
This development course is limited to ten participants. Enroll early to secure your spot in this unique
opportunity by using the enrollment form at the back of this catalog, or online at cftea.org
Successful completion of this program earns CFTEA’s Leadership Narrative Certificate.
Unable to attend or the current class is full? Contact the CFTEA office to schedule additional dates
and/or locations to meet your career development path or organizational requests. This newly
developed program provides new content, tangible development and communication takeaways
for continued growth.
16
Simple. Powerful. Low--Cost. Effective.
For more information, contact Andrew at [email protected]
17
Individual Assessments
Course # C1061………..$80/
pp
Team and Organization
Live Workshops
Course # C1062L….....$350/pp
Call to Schedule
Facilitated by Cynthia Stuart
Your Quest for Excellence Course # C5060L $325
Timeframe: Two consecutive Tuesday’s, April 9, 16, 2019 from 8:30-3:30 at the Pineland Confer-
ence Center, New Gloucester, Maine
Who should attend? Managers, supervisors, and leaders, regardless of position, experience, age or
aspirations.
Purpose: To advance leadership, management and supervisory knowledge and skills to maximize individual
and team excellence, as well as one’s potential and capacity in order to contribute more significantly to the
greater good of the Organization.
Overview: Quest is defined as a “search for something - a journey.” As you pursue your quest to enhance your
leadership excellence, the following elements are vital skills on your journey of continuous improvement:
Excellence in developing relationships through exceptional communication.
Establishing goals that become reality for you and your team.
Enhancing your ability to accomplish the most important aspects of your job each and every day.
Tapping into your creativity to promote a more innovative culture and collaborative team.
Learning objectives:
Identify your dominant communication style, and a powerful communication technique to enhance the influence you have on everyone with whom you interact.
Realize the various perspectives that get in the way of good communication. Learn a powerful technique that helps individuals control and maintain productive and positive
communications. Discover how to communicate clear expectations and hold employees accountable for their performance. Identify the 3 primary responsibilities of leadership, and the areas in which leadership has an impact.
Discover what followers want.
Lead, teach, and encourage the innovation process to enhance service, efficiencies, problem solving and
more.
Take the lead on change — leading in a positive and productive manner.
Learn the power of high-value activities when it comes to productivity and accomplishing the most
important activities that will move you forward in the most productive manner.
Provide thought-provoking team activities that you can take back and use with your team.
Understand communication gaps.
Uncover the importance of using prototyping in the development process of any new idea, initiative, or pro-
cedure.
Your facilitator, Lee Ann Szelog attracts clients who partner with her when they want to improve their communication
skills, creative spirit, teamwork, attitude, job satisfaction, and maximize their
overall success and capacity, personally and professionally.
Facilitated by:
Lee Ann Szelog
Simply Put, LLC
An Experience Like No Other
From the moment you walk into this class you will enjoy a learning experience like no other.
Timeframe: 1 day on April 3, 2019 from 8:30-3:30 in Augusta, Maine
Who should attend? YOU and EVERYONE will WANT to attend and should attend. From Branch & Department
Managers, supervisors, customer service representatives, tellers, operations service and support staff, and
everyone who is responsible for, and cares deeply about delivering an experience to customers, internally and
externally.
Overview: The most successful companies know their success lies in delivery outstanding experiences. Creating
an experience for customers is more than just good customer service. It is creating a feeling that sets you apart
from your competition and contributes to attracting, expanding and retaining customer relationships. This class
will explore how to create an engaging experience that will improve customer retention and create loyal
customers. Creating an experience is also providing exceptional service internally to your coworkers in order to
maximize the synergy within your company for the greater good.
An Experience Like No Other will allow participants to learn:
What an experience is;
How to deliver exceptional experiences with every interaction, in-person, via phone, email, online, etc. and
with both internal and external customers.
Why providing an exceptional experience is important to not only your customers, but also your company.
Participants will also be provided insight and skills to:
Enhance the experience they are personally providing;
Under promise and over deliver;
Create the unexpected;
Enhance innovation and tap into their creativity to suggest ideas to improve the experience your company is
currently providing;
Understand how much influence they have on others (customers, co-workers, community members, family,
and friends) and the power they have to impact the experience, positively or negatively.
Understand service standards in support of the experience being provided.
Create an action plan they can use when they return to the office to create the experience they desire.
Your facilitator, Lee Ann Szelog has over 35 years experience with
customer service, and over 25 years of teaching and implementing
customer experience initiatives. She is often described as “one of the best
speakers we have ever had.” She strives to always deliver an experience
like no other for every participant in every class she conducts.
Facilitated by:
Lee Ann Szelog
Simply Put, LLC
Course #: C5011L $325
20
Courses: Business Skills
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Accounting, Financial CA1000ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Accounting, Financial CA1000ILO Instructor Led
Online 3/18/2019 12 weeks - Online 3 $645
Accounting, Financial CA1000ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Accounting, Financial CA1000ILO Instructor Led
Online 8/12/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 1/7/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 2/11/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 3/18/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 4/29/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Accounting, General CA1000ILO Instructor Led
Online 7/22/2019 12 weeks - Online 3 $645
Accounting, General C1000GL Guided Learning - 6 months - Tanya 3 $450
Analyzing Bank Performance A1001ILO Instructor Led
Online 1/28/2019 7 Weeks - Online - $890
Analyzing Bank Performance A1001ILO Instructor Led
Online 5/13/2019 7 Weeks - Online - $890
Bank Basics Suite A1002SP Self Paced - 2.5 hours - Online - $595
Bank Marketing: Building Customers Relationships
A1003SP Self Paced - 12 min - Online - $55
Bank Security C1004L Live
2/7/2019 & 2/14/2019
6:00pm—9:00pm
2 night Machias, ME W. Schors 1/2 $245
Machias Savings Bank, 4 Center Street, Machias, Maine
Bank Security C1004GL Guided Learning - 4 months - A. Lederer 1/2 $245
Bank Security C1004L Live 4/16/2019 5:30-8:00pm 1 night Kennebunk, ME L. Bridges 1/4 $200
Kennebunk Savings, 7 Alewive Park Road, Kennebunk, Maine
Bank Solutions Provider Certificate A1005SP Self Paced - - - Online $495
Bank Teller Certificate A1006SP Self Paced - - - Online $695
Banking Fundamentals Bundle (The Banking Industry, Bank Lines of Business and Building Customer Relationships)
A1007BILO Instructor Led
Online See Courses 12 weeks - Online 3 $595
Banking Fundamentals: Bank Lines of Business
A1008ILO Instructor Led
Online 1/21/2019 4 weeks - Online 1 $215
Banking Fundamentals: Bank Lines of Business
A1008ILO Instructor Led
Online 3/18/2019 4 weeks - Online 1 $215
Banking Fundamentals: Bank Lines of Business
A1008ILO Instructor Led
Online 5/20/2019 4 weeks - Online 1 $215
Banking Fundamentals: Bank Lines of Business
A1008ILO Instructor Led
Online 7/22/2019 4 weeks - Online 1 $215
Banking Fundamentals: Building Customer Relationships
A1009ILO Instructor Led
Online 2/4/2019 4 weeks - Online 1 $215
Banking Fundamentals: Building Customer Relationships
A1009ILO Instructor Led
Online 4/1/2019 4 weeks - Online 1 $215
Banking Fundamentals: Building Customer Relationships
A1009ILO Instructor Led
Online 6/3/2019 4 weeks - Online 1 $215
Banking Fundamentals: Building Customer Relationships
A1009ILO Instructor Led
Online 8/5/2019 4 weeks Online 1 $215
21
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Banking Fundamentals: The Banking Industry
A1010ILO Instructor Led
Online 1/14/2019 4 weeks - Online 1 $215
Banking Fundamentals: The Banking Industry
A1010ILO Instructor Led
Online 3/4/2019 4 weeks - Online 1 $215
Banking Fundamentals: The Banking Industry
A1010ILO Instructor Led
Online 5/6/2019 4 weeks - Online 1 $215
Banking Fundamentals: The Banking Industry
A1010ILO Instructor Led
Online 6/24/2019 4 weeks - Online 1 $215
Banking Today A1011GL Guided Learning - 4 months - T. Perkins 1/2 $245
Banks and Personal Wealth Management A1012SP Self Paced - 10 min - Online $55
Banks and the Deposit Function A1013SP Self Paced - 10 min - Online $55
Banks and the Economy A1014SP Self Paced - 10 min - Online $55
Banks as a Business A1015SP Self Paced - 10 min - Online $55
Basic Administrative Duties of a Trustee A1016ILO Instructor Led
Online 4/15/2019 5 weeks - Online $300
Basic Administrative Duties of a Trustee A1016ILO Instructor Led
Online 8/5/2019 5 weeks - Online $300
Branch Manager Bootcamp 4 Day Program: The Evolving Role of the Branch Manager
C1017BL Live Call to Schedule 4 days - J. Sobecki 2 $900
Branch Manager Bootcamp: Day 1 of 4 Managing A Successful Branch
C1018L Live Call to Schedule 1 day - J. Sobecki 1/2 $300
Branch Manager Bootcamp: Day 2 of 4 Leading Service Excellence
C1019L Live Call to Schedule 1 day - J. Sobecki 1/2 $300
Branch Manager Bootcamp: Day 3 of 4 Business Development
C1020L Live Call to Schedule 1 day - J. Sobecki 1/2 $300
Branch Manager Bootcamp: Day 4 of 4 Maintaining Superior Team Performance
C1021L Live Call to Schedule 1 day - J. Sobecki 1/2 $300
Branch Manager Certificate A1022SP Self Paced - - Online $1,295
Business and International Banking Services A1023SP Self Paced - 12 min - Online $55
Business Math CA1024ILO Instructor Led
Online 1/7/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 2/4/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 3/11/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 4/22/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 7/8/2019 12 weeks - Online 3 $645
Business Math CA1024ILO Instructor Led
Online 8/19/2019 12 weeks - Online 3 $645
Calling on Small Business Customers A1025SP Self Paced - - - Online 1/4 $95
Calming Upset Customers C1026L Live
3/27/2019
5:30pm—8:30pm
1 night Sanford, ME K. Quint 1/4 $95
York County Community Action, 6 Spruce Street, Sanford Maine—2nd Floor Dupee Conference Room
Calming Upset Customers C1026GL Guided Learning - 4 months - T. Perkins 1/4 $200
Certificate in Agile Project Management M1027SP Self Paced - 17 hours - Online 17 PDU $299
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Certificate in Bank Financial Management (No Bundle Pricing)
A1028SP Self Paced - - - Online - See
Courses
Certificate in Business Communication M1029SP Self Paced - 25 hours - Online 25 PDU $299
Certificate in Digital Marketing M1030SP Self Paced - 30 hours - Online 10.5 PDU $549
Certificate in Fraud Protection Bundle A1031SP Self Paced - - Online - $795
Certificate in Human Resource Management M1200SP Self Paced - 21 hours - Online 6 PDU $399
Certificate in Operational Risk Management A1032SP Self Paced - 10 hours - Online - $1,595
Certificate in Project Management for Teams M1033SP Self Paced - 35 hours - Online 35 PDU $845
Certificate in Trust 1: Foundational A1034SP Self Paced - - Online - $1,495
Certificate in Trust 2: Intermediate A1035SP Self Paced - - Online - $2,295
Certificate in Trust 3: Advanced A1036SP Self Paced - - Online - $2,295
Communicating Collaboratively M1037SP Self Paced - 5 hours - Online 5 PDU $79
Communication Basics Suite A1038SP Self Paced - 20 min - Online - $55
Communication Certificate: Part 1 Conquering Communication
C1039L Live Call to Schedule 3 hours - L. Szelog - $200
Communication Certificate: Part 2 Creative Decision Making and Problem Solving
C1040L Live Call to Schedule 3 hours - L. Szelog - $200
Communication Certificate: Part 3 Establishing Expectations and Service Standards for Your Team
C1041L Live Call to Schedule 3 hours - L. Szelog - $200
Communication Certificate: Part 4 Strengthening Interpersonal Relationships and Motivation
C1042L Live Call to Schedule 3 hours - L. Szelog - $200
Communication Certificate: Part 5 Communicate with Confidence, Comfort and Conviction
C1043L Live Call to Schedule 2 day - L. Szelog - $200
Creativity in Teams and Organizations M1044SP Self Paced - 5 hours - Online 3 CEU $79
Customer Service / Quality Service C1045GL Guided Learning - 4 months - A. Lederer 1/2 $245
Customer Service / Quality Service C1045WC Webcourse
2/20/19 & 2/21/19
6:00pm-8:00pm
2 night - D. LaRoche 1/2 $245
Customer Service Representative Certificate A1046SP Self Paced - - Online $795
Customer Service Sales Experience Certificate
O1047SP Self Paced - - - Online $690
Deposit Accounts & Services: The Basics Part 1 of 2
C1048WC Webcourse
5/16, 5/23, 5/30/2019
6:00pm-8:00pm
3 night - S. Noone 1/2 $245
Deposit Accounts & Services: Account Ownership, Fiduciary and Decedent Accounts Part 2 of 2
C1130WC Webcourse
Coming Fall 2019
6:00pm-8:00pm
3 night - S. Noone 1/2 $245
Deposit Accounts & Services C1048GL Guided Learning - 6 months - A. Lederer 2 $350
Deposit Products & Services for Small Businesses
C1049SP Self Paced - 30 min - Online $95
Diversity Awareness H1050GL Guided Learning - 4 months - A. Lederer 1/2 $245
Economics CA1051ILO Instructor Led
Online 2/4/2019 12 weeks - Online 3 $645
Economics C1051L Live 2/5/2019 5:00-8:00pm 8 weeks Sanford, ME L. Holt 3 $450
Sanford Institution for Savings, 900 Main Street, Sanford, Maine Use back door farthest to the right facing building
Courses: Business Skills
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Economics CA1051ILO Instructor Led
Online 3/11/2019 12 weeks - Online 3 $645
Economics CA1051ILO Instructor Led
Online 5/6/2019 12 weeks - Online 3 $645
Economics CA1051ILO Instructor Led
Online 7/8/2019 12 weeks - Online 3 $645
Economics C1051GL Guided Learning - 6 months - T. Kolonoski 3 $450
Effective Public Speaking M1052SP Self Paced - 5 hours - Online 5 PDU $99
Effective Business Writing M1053SP Self Paced - 5 hours - Online 5 PDU $99
Effective Emails, Memos and Letters M1054SP Self Paced - 5 hours - Online 5 PDU $79
Effective Presentations M1055SP Self Paced - 5 hours - Online 5 PDU $99
Effective Referrals Suite A1056SP Self Paced - 15 min - Online $55
Essential Selling Skills Bundle A1057SP Self Paced - 1.5 hours - Online $495
Ethical Issues for Bankers A1058SP Self Paced - 25 min - Online $55
Ethics in the Workplace H1059WC Webcourse 2/13/2019 5:30-7:30pm 1 session - A. Lederer 1/4 $150
Ethics in the Workplace H1059SP Self Paced - 25 min - Online $55
Event Networking A1060SP Self Paced - 1 hour - Online $95
Everything DISC Workplace Course Workshop (Teams and Organizations)
C1062L Live Call to Schedule Full Day - C. Stuart $350
Everything DISC Workplace Individual Assessment
C1061 Self Paced - - Online $80
Fighting Fraud: Top 10 Scams Targeting Our Nation's Seniors (2018)
C1063WC Webcourse 4/24/2019 6:00-8:00pm 1 night - J. Robinson 1/4 $200
Financial Elder Abuse C1063GL Guided Learning - 4 months - A. Lederer 1/4 $200
Financial Elder Abuse C1063L Live 1/30/2019 5:30-8:30pm 1 night Eliot, ME M. Moloney 1/4 $200
Kennebunk Savings, 7 Levesque Road, Eliot, Maine
Foundational Certificate in Bank Marketing A1064SP Self Paced - - Online $1,195
Frauds, Scams and Cons C1065BGL Guided Learning - 4 months - A. Lederer 1 $300
Frauds, Scams and Cons 1: Internet and Investment Scams
C1066L Live 2/12/2019 5:30-8:30pm 1 night Kennebunk, ME L. Bridges 1/4 $200
Kennebunk Savings, 7 Alewive Park Road, Kennebunk, Maine
Frauds, Scams and Cons 1: Internet Scams C1066L Live 5/7/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200
Machias Savings Bank, 4 Center Street, Machias, Maine
Frauds, Scams and Cons 2: Common Fraud Schemes
C1067L Live 5/14/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200
Machias Savings Bank, 4 Center Street, Machias, Maine
Frauds, Scams and Cons 3: Investment Related Fraud and Misc. Scams
C1068L Live 5/21/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200
Machias Savings Bank, 4 Center Street, Machias, Maine
Frauds, Scams and Cons 4: Check and New Account Fraud
C1069L Live 5/28/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200
Machias Savings Bank, 4 Center Street, Machias, Maine
Fundamentals of Small Business Banking Suite
A1070SP Self Paced - 45 min - Online $95
Future of Business, The CA1071ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Future of Business, The CA1071ILO Instructor Led
Online 5/20/2019 12 weeks - Online 3 $645
23
24
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Health Savings Account Expert Certificate A1072SP Self Paced - 12 weeks - Online $795
Human Relations CA1073ILO Instructor Led
Online 1/7/2019 12 weeks - Online 3 $645
Human Relations CA1073ILO Instructor Led
Online 2/25/2019 12 weeks - Online 3 $645
Human Relations CA1073ILO Instructor Led
Online 4/29/2019 12 weeks - Online 3 $645
Human Relations CA1073ILO Instructor Led
Online 7/8/2019 12 weeks - Online 3 $645
Human Relations C1073GL Guided Learning - 6 months - T. Perkins 3 $450
Human Resource Management CA1099ILO Instructor Led
Online 2/11/2019 12 weeks - Online 3 $645
Human Resource Management CA1099ILO Instructor Led
Online 4/8/2019 12 weeks - Online 3 $645
Human Resource Management CA1099ILO Instructor Led
Online 7/8/2019 12 weeks - Online 3 $645
Human Resource Management C1099GL Guided Learning - 6 months - T. Perkins 3 $450
Innovation in Teams and Organizations M1075SP Self Paced - 5 hours - Online 5 PDU $79
Introduction to Analyzing Financial Statements
A1076SP Self Paced - 3.5 hours - Online - $95
Introduction to Banking A1077SP Self Paced - 10 min - Online - $55
Introduction to Critical Thinking M1078SP Self Paced - 7 hours - Online 7 PDU $95
Introduction to Trust Products & Services A1079ILO Instructor Led
Online 2/25/2019 5 weeks - Online - $300
Introduction to Trust Products & Services A1079ILO Instructor Led
Online 6/17/2019 5 weeks - Online - $300
Legal Foundations in Banking A1080WC Webcourse
2/26/2019
6:00pm—8:00pm
8 weeks - B. Blackinton 3 $450
Legal Foundations in Banking A1080L Live
3/11/19
6:00pm—8:30pm
10 weeks Norfolk, VA M. Jakubowski 3 $450
TowneBank, 109 E Main Street, Norfolk, Virginia. Parking: Bank lot and Off Street
Legal Foundations in Banking A1080ILO Instructor Led
Online 3/25/2019 10 weeks - Online - $645
Legal Foundations in Banking A1080L Live
4/9/2019
5:30pm—8:30pm
8 Weeks Morrisville, VT TBA 3 $450
Union Bank, 20 Lower Main Street, Morrisville, Vermont
Legal Foundations in Banking A1080ILO Instructor Led
Online 7/15/2019 10 weeks - Online - $645
Legal Foundations in Banking A1080GL Guided Learning - 6 months - T. Perkins 3 $450
Making the Client Call Suite A1081SP Self Paced - 20- min - Online - $55
Managing Funding, Liquidity and Capital A1082ILO Instructor Led
Online 6/10/2019 6 weeks - Online - $875
Managing Funding, Liquidity and Capital A1082ILO Instructor Led
Online 01/28/19 6 weeks - Online - $875
Managing Interest Rate Risk A1083ILO Instructor Led
Online 4/8/2019 8 weeks - Online - $875
Managing the Bank's Investment Portfolio A1084ILO Instructor Led
Online 3/25/2019 5 weeks - Online - $875
Managing the Bank's Investment Portfolio A1084ILO Instructor Led
Online 8/5/2019 5 weeks - Online - $875
25
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Marketing CA7740ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Marketing CA7740ILO Instructor Led
Online 2/4/2019 12 weeks - Online 3 $645
Marketing CA7740ILO Instructor Led
Online 4/15/2019 12 weeks - Online 3 $645
Marketing CA7740ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Marketing CA7740ILO Instructor Led
Online 7/15/2019 12 weeks - Online 3 $645
Marketing C7740GL Guided Learning - 6 months - A. Lederer 3 $450
Marketing in a Digital World Bundle A1085BSP Self Paced - 7.5 hours - Online - $599
Marketing in a Digital World: Build Your Campaign
A1086SP Self Paced - 45 min - Online - $129
Marketing in a Digital World: Digital Campaigns
A1087SP Self Paced - 3.5 hours - Online - $299
Marketing in a Digital World: Find Your Audience
A1088SP Self Paced - 1.5 hours - Online - $129
Marketing in a Digital World: Leveraging LinkedIn
A1089SP Self Paced - 1.5 hours - Online - $129
Marketing in a Digital World: Search Engine Optimization
A1090SP Self Paced - 1 hour - Online - $129
Marketing in a Digital World: Social Campaigns
A1091SP Self Paced - 4 hours - Online - $299
Marketing in a Digital World: Strategic Twitter
A1092SP Self Paced - 1.5 hours - Online - $129
Marketing in a Digital World: The Power of Facebook
A1093SP Self Paced - 1.5 hours - Online - $129
Marketing in Banking A1094ILO Instructor Led
Online 1/14/2019 4 weeks - Online - $300
Marketing in Banking A1094ILO Instructor Led
Online 6/3/2019 4 weeks - Online - $300
Marketing Management A1095ILO Instructor Led
Online 1/22/2019 4 weeks - Online - $300
Marketing Management A1095ILO Instructor Led
Online 3/25/2019 4 weeks - Online - $300
Marketing Management A1095ILO Instructor Led
Online 8/26/2019 4 weeks - Online - $300
Marketing Planning A1096ILO Instructor Led
Online 2/19/2019 4 weeks - Online - $300
Marketing Planning A1096ILO Instructor Led
Online 7/15/2019 4 weeks - Online - $300
Member Services for Credit Unions Certificate
O1097SP Self Paced - - - Online - $690
Money and Banking A1074ILO Instructor Led
Online 2/4/2019 16 weeks - Online 3 $510
Money and Banking A1074ILO Instructor Led
Online 6/24/2019 16 weeks - Online - $510
Money and Banking A1074GL Guided Learning - 6 months T. Kolonoski 3 $450
Money and Banking A1074ILO Instructor Led
Online 2/4/2019 16 weeks - Online - $510
Organizational Behavior CA1100IL Instructor Led
Online 1/28/2019 12 weeks - Online 3 $645
Organizational Behavior CA1100IL Instructor Led
Online 4/15/2019 12 weeks - Online 3 $645
Organizational Behavior CA1100IL Instructor Led
Online 7/22/2019 12 weeks - Online 3 $645
Overcoming Objections Suite A1100SP Self Paced - 20 min - Online - $55
Personal Banker Certificate A1101SP Self Paced - - - Online - $795
26
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Principles of Banking CA1370ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 1/21/2019 12 weeks - Online 3 $645
Principles of Banking A1370WC Webcourse 1/22/2019 6:00pm—8:00pm 8 weeks - N. Hines 3 $450
Principles of Banking CA1370ILO Instructor Led
Online 2/4/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 2/18/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 3/4/2019 12 weeks - Online 3 $645
Principles of Banking A1370L Live 3/12/2019 6:00pm—8:00pm 8 weeks Maine L. Patterson 3 $450
Androscoggin Bank, 649 Turner Street, Suite 300, Auburn, Maine
Principles of Banking CA1370ILO Instructor Led
Online 3/18/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 4/1/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 4/15/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 5/6/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 5/20/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 6/24/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 7/22/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 8/5/2019 12 weeks - Online 3 $645
Principles of Banking CA1370ILO Instructor Led
Online 8/19/2019 12 weeks - Online 3 $645
Principles of Banking A1370GL Guided Learning - 6 months - T. Perkins 3 $450
Referring Insurance and Annuity Clients A1102SP Self Paced - 1.5 hours - Online - $95
Referring Investment Clients A1103SP Self Paced - 35 min - Online - $95
Referring Trust Clients A1104SP Self Paced - 40 min - Online - $95
Relationship Sales Suite A1105SP Self Paced - 15 min - Online - $55
Relationship Selling to Small Business Customers
A1106SP Self Paced - 1.5 hours - Online - $95
Retirement Products for Small Businesses A1107SP Self Paced - 2 hours - Online - $95
Revitalizing Customer Service / Quality Service
C1045L Live 2/5/2019 & 2/12/2019
6:00-9:00pm 2 night Machias, ME W. Schors 1/2 $245
Machias Savings Bank, 4 Center Street, Machias, Maine
Robbery and Bank Security A1109SP Self Paced - 45 min - Online $95
POSTPONED to FALL 2019
27
Courses: Business Skills
For more information, detailed course descriptions are located at www.cftea.org
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Safe Deposit Basics C1110L Live 1/29/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200
Machias Savings Bank, 4 Center Street, Machias, Maine
Safe Deposit Basics C1110GL Guided Learning - 4 months - A. Lederer 1/4 $200
Safeguarding Bank Assets and the Nation A1111SP Self Paced - 12 min - Online - $55
Safeguarding the Customer and the Bank A1128SP Self Paced - 12 min - Online - $55
Servicing and Growing Small Business Relationships
A1112SP Self Paced - 30 min - Online - $95
Small Business Banker Certificate A1113SP Self Paced - - Online - $895
Small Business Basics A1114SP Self Paced - 20 min - Online - $55
Small Business Operating and Life Cycles A1115SP Self Paced - 25 min - Online - $55
Speak with Confidence M1116SP Self Paced - 5 hours - Online 5 PDU $40
Start Your Own Nonprofit Organization M1201SP Self Paced - 4 hours - Online 3 CEU $79
Statistics CA1117ILO Instructor Led
Online 2/18/2019 12 weeks - Online 3 $575
Statistics CA1117ILO Instructor Led
Online 6/17/2019 12 weeks - Online 3 $575
Tele-Consulting A1118SP Self Paced 1.5 hours - Online - $95
Teller Basics A1119L Live Call to Schedule - - - - $350
Teller Basics A1119GL Guided Learning - - - T. Perkins 2 $350
Teller Basics Suite A1120SP Self Paced 5 hours - Online - $150
Understanding Bank Products A1122SP Self Paced - 2.5 hours - Online - $95
Universal Banker Certificate A1123SP Self Paced - - Online - $795
Verbal Communication Suite (Telephone Skills)
A1124SP Self Paced - 20 min - Online - $55
Verbal Communications C5465WC Webcourse 2/27/19 6:00pm—8:00pm
8 weeks - A. Lederer 3 $450
Verbal Communications C5465L Live 3/27/2019 5:30-8:00pm
8 weeks Eliot, ME M. Moloney 3 $450
Kennebunk Savings, 7 Levesque Road, Eliot, Maine (No Class: April 17, 2019)
Why Quality Customer Service Matters Suite A1125SP Self Paced - 35 min - Online $95
Written Communication C1865L Live 4/3/2019 6:00pm-9:00pm 8 weeks Machias, ME W. Schors 3 $450
Machias Savings Bank, 4 Center Street, Machias, Maine
Written Communication C1865GL Guided Learning - 6 months - S. Arnold 3 $450
Written Communication Suite (Email) A1126SP Self Paced - 20 min - Online $55
Your Role As A New Banker C1127L Live
3/21/2019
9:00am-4:00pm
Full Day Hermon, ME B. Maguire 1/2 $245
Camden National Bank—2530 Route 2, Hermon, Maine. Parking: Back parking lot
Your Role As A New Banker C1127L Live
3/26/2019
9:00am-4:00pm
Full Day New Gloucester,
ME L. Szelog 1/2 $245
Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left
28
Courses: Compliance
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
For more information, detailed course descriptions are located at www.cftea.org
Active Aggressor for Employees A2001SP Self Paced - 35 min - Online - $55
ADA Accessibility A2002SP Self Paced - 30 min - Online - $55
ADA Interacting with People Who Have Disabilities
A2003SP Self Paced - 30 min - Online - $55
ADA Overview and Employment A2004SP Self Paced - 45 min - Online - $95
Advertising: Can-SPAM Act A2005SP Self Paced - 30 min - Online - $55
Anatomy of a Regulation for Compliance Professionals
A2006SP Self Paced - - - Online - $275
Bank Bribery Act A2007SP Self Paced - 20 min - Online - $55
Bank Protection Act A2008SP Self Paced - 15 min - Online - $35
Banking Law and Referrals A2009SP Self Paced - 40 min - Online - $95
BSA / USA Patriot Act for Compliance Professionals
A2010SP Self Paced - - - Online - $275
BSA/AML: Beneficial Ownership and Customer Due Diligence
A2011SP Self Paced - 30 min - Online - $55
BSA/AML: CIP Advanced A2012SP Self Paced - 30 min - Online - $55
BSA/AML: CIP Basics A2013SP Self Paced - 30 min - Online - $55
BSA/AML: Communicating with Customers about CTRs
A2014SP Self Paced - 20 min - Online - $55
BSA/AML: Completing the CTR A2015SP Self Paced - 45 min - Online - $95
BSA/AML: Complying with the BSA A2016SP Self Paced - 20 min - Online - $55
BSA/AML: Exempting Customers from CTR Reporting
A2017SP Self Paced - 25 min - Online - $55
BSA/AML: Overview A2019SP Self Paced - 15 min - Online - $55
BSA/AML: Recordkeeping - Wires, Money Orders and other Challenges
A2020SP Self Paced - 20 min - Online - $55
BSA/AML: Reporting A2021SP Self Paced - 20 min - Online - $55
BSA/AML: Risk Assessment & Customer Due Diligence
A2022SP Self Paced 20 min - Online - $55
BSA/AML: SAR Filing A2023SP Self Paced - 40 min - Online - $95
BSA/AML: USA Patriot Act A2024SP Self Paced - 20 min - Online - $55
Certificate in BSA and AML Compliance Bundle
A2025BSP Self Paced - 7 hours - Online - $1,595
Certificate in Deposit Compliance Bundle A2026BSP Self Paced - 12 hours - Online - $1,595
Community Reinvestment Act (CRA) A2027SP Self Paced - 30 min - Online - $95
CRA, Community Bank for Compliance Professionals
A2028SP Self Paced - - - Online - $275
CRA, Large Bank for Compliance Profes-sionals
A2029SP Self Paced - - - Online - $275
CRCM Exam Online Prep A2030ILO Instructor Led
Online 3/4/2019 10 weeks - Online - $900
CRCM Exam Online Prep A2030ILO Instructor Led
Online 8/12/2019 10 weeks - Online - $900
Digital Compliance for Compliance Profes-sionals
A2031SP Self Paced - - — Online - $275
ECOA Equal Credit Opportunity Act for Compliance Professionals
A2032SP Self Paced - - - Online $275
Elder Financial Abuse A2033SP Self Paced - 25 min - Online $55
Elements of a Compliance Program for Compliance Professionals
A2034SP Self Paced - - Online $275
29
Courses: Compliance
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
For more information, detailed course descriptions are located at www.cftea.org
Elements of an Operational Risk Management Program
A2035SP Self Paced - 35 min - Online - $275
Equal Credit Opportunity Act Reg B A2036SP Self Paced - 1.5 hours - Online - $95
E-Sign Compliance A2037SP Self Paced - 35 min - Online - $55
Expedited Funds Availability Act Reg CC A2038SP Self Paced - 1.5 hours - Online - $95
Extending Credit to Bank Insiders Reg O A2039SP Self Paced - 15 min - Online - $55
Fair Credit Reporting Act A2040SP Self Paced - 1.5 hours - Online - $95
Fair Debt Collection Practices Act A2041SP Self Paced - 20 min - Online - $95
Fair Housing Act A2042SP Self Paced - 25 min - Online - $55
Fair Lending A2043SP Self Paced - 1 hour - Online - $95
FCRA Fair Credit Reporting Act for Compli-ance Professionals
A2044SP Self Paced - - Online - $275
FDIC Insurance Coverage A2045SP Self Paced - 50 min - Online - $95
Federal Flood Insurance for Compliance Professionals
A2047SP Self Paced - - Online - $275
Flood Disaster Protection Act A2046SP Self Paced - 25 min - Online - $55
Fraud and Criminal Threats A2048SP Self Paced - 15 min - Online - $275
Good Faith Estimate and HUD-1 A2049SP Self Paced - 50 min - Online - $55
HMDA - Preparing for 2018 A2050SP Self Paced - 75 min - Online - $95
HMDA Home Mortgage Disclosure Act for Compliance Professionals
A2051SP Self Paced - - Online - $275
Home Mortgage Disclosure Act (HMDA) Overview
A2052SP Self Paced - 50 min - Online - $95
Home Owners Protection Act A2053SP Self Paced - 30 min - Online - $95
Incident Management and Resilience A2054SP Self Paced - 1 hour - Online - $275
Military Lending Act A2055SP Self Paced - 40 min - Online - $95
Mortgage Servicing: ARM Notices A2056SP Self Paced - 30 min - Online - $55
Mortgage Servicing: Early Intervention and Continuity of Contact
A2057SP Self Paced - 30 min - Online - $55
Mortgage Servicing: Error Resolution A2058SP Self Paced - 40 min - Online - $95
Mortgage Servicing: Escrow Accounts A2059SP Self Paced - 40 min - Online - $95
Mortgage Servicing: Force-Placed Insurance A2060SP Self Paced - 40 min - Online - $95
Mortgage Servicing: Loan Origination and Servicing Transfers
A2061SP Self Paced - 45 min - Online - $95
Mortgage Servicing: Loss Mitigation A2062SP Self Paced - 45 min - Online - $95
Mortgage Servicing: Overview A2063SP Self Paced - 45 min - Online - $95
Mortgage Servicing: Payment Crediting and Periodic Statements
A2064SP Self Paced - 40 min - Online - $95
Mortgage Servicing: Successors in Interest A2065SP Self Paced - 45 min - Online - $55
OFAC A2066SP Self Paced - 20 min - Online - $55
OFAC Office of Foreign Asset Control for Compliance Professionals
A2067SP Self Paced - - Online - $275
Operational Risk Model Management A2068SP Self Paced 1 hour Online $275
Oversight and Management of Operational Risk
A2069SP Self Paced 1 hour Online $275
30
Courses: Compliance
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
For more information, detailed course descriptions are located at www.cftea.org
Payments and Settlements A2070SP Self Paced - 1 hour - Online - $275
Physical Security A2071SP Self Paced - 1 hour - Online - $275
Privacy for Customer Contact Personnel A2072SP Self Paced - 35 min - Online - $55
Privacy/Information Sharing for Compliance Professionals
A2073SP Self Paced - - Online - $275
Real Estate Settlement Procedures Act (RESPA)
A2074SP Self Paced - 1 hour - Online - $95
Recognizing and Preventing UDDAP A2075SP Self Paced - 1 hour - Online - $95
Reg CC Expedited Funds Availability Act for Compliance Professionals
A2076SP Self Paced - - Online - $275
Reg D Reserve Requirements for Depository Institutions
A2077SP Self Paced - 40 min - Online - $55
Reg D Reserve Requirements for Depository Institutions Act for Compliance Professionals
A2078SP Self Paced - - Online - $275
Reg DD Truth in Savings Act A2079SP Self Paced - 1 hour - Online - $55
Reg DD Truth in Savings Act for Compliance Professionals
A2080SP Self Paced - - Online - $275
Reg E Consumer Liability A2081SP Self Paced - 25 min - Online - $55
Reg E Consumer Remittances A2082SP Self Paced - 1 hour - Online - $95
Reg E Disclosure Requirements A2083SP Self Paced - 20 min - Online - $55
Reg E Electronic Funds Transfer Act for Compliance Professionals
A2084SP Self Paced - - Online - $275
Reg E Error Resolution Requirements A2085SP Self Paced - 25 min - Online - $55
Reg E Gift Cards A2086SP Self Paced - 20 min - Online - $55
Reg E Overdrafts A2087SP Self Paced - 25 min - Online - $55
Reg E Overview A2088SP Self Paced - 35 min - Online - $55
Reg E Payroll Cards A2089SP Self Paced - 15 min - Online - $35
Reg E Preauthorized Transfers A2090SP Self Paced - 15 min - Online - $35
Reg E Prepaid Accounts A2091SP Self Paced - 40 min - Online - $95
Reg O Loans to Insiders for Compliance Professionals
A2092SP Self Paced - - Online - $275
Reg Z Ability to Repay (ATR) and Qualified Mortgage for Compliance Professionals
A2093SP Self Paced - - Online - $275
Reg Z Adjustable Rate Mortgages A2094SP Self Paced - 25 min - Online - $55
Reg Z Advertising A2095SP Self Paced - 45 min - Online - $95
Reg Z Closed-End Credit for Compliance Professionals
A2096SP Self Paced - - Online - $275
Reg Z Credit Cards A2097SP Self Paced - 35 min - Online - $55
Reg Z HELOCs (Open End Credit) A2098SP Self Paced - 35 min - Online - $55
Reg Z HOEPA Loans and Higher Priced Mortgage Loans
A2099SP Self Paced - 50 min - Online - $95
Reg Z Installment and Home Equity Loans A2100SP Self Paced - 30 min - Online - $55
Reg Z Mortgages A2101SP Self Paced - 20 min - Online - $55
Reg Z Non Home Secured A2102SP Self Paced 20 min Online $55
Reg Z Open-End Credit for Compliance Professionals
A2103SP Self Paced Online $275
31
Courses: Compliance
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
For more information, detailed course descriptions are located at www.cftea.org
Reg Z Overview A2104SP Self Paced - 50 min - Online - $95
Reg Z Private Higher Education Loans A2105SP Self Paced - 20 min - Online - $55
Reg Z Reverse Mortgages A2106SP Self Paced - 25 min - Online - $55
Regulatory Compliance for Front Line Bankers
C2107GL Guided Learning - 4 months - A. Lederer 1/4 $200
Regulatory Exam Management A2108SP Self Paced - 35 min - Online - $275
RESPA Real Estate Settlement Procedures Act for Compliance Professionals
A2109SP Self Paced - - Online - $275
Rez Z Right of Rescission A2110SP Self Paced - 35 min - Online - $55
Right to Financial Privacy (RFPA) A2111SP Self Paced - 30 min - Online - $95
Risk and Control Self Awareness A2112SP Self Paced - 45 min - Online - $275
Robbery and Bank Security A2113SP Self Paced - 45 min - Online - $95
S.A.F.E. Act - Secure and Fair Enforcement for Licensing Act
A2114SP Self Paced - 30 min - Online - $95
Servicemembers Civil Relief Act A2115SP Self Paced - 35 min - Online - $95
Servicemembers Civil Relief Act (SCRA) for Compliance Professionals
A2116SP Self Paced - - Online - $275
Sexual and Workplace Harassment A2117SP Self Paced - 40 min - Online - $95
Telephone Consumer Protection Act (TCPA) A2118SP Self Paced - 45 min - Online - $95
TILA - RESPA Integrated Disclosures A2119SP Self Paced - 30 min - Online - $55
UDAAP Unfair, Deceptive or Abusive Acts or Practices for Compliance Professionals
A2120SP Self Paced - - Online - $275
Unlawful Internet Gambling Enforcement Act A2121SP Self Paced - 20 min - Online - $55
Vendor Risk Management A2122SP Self Paced - 1 hour - Online - $275
32
Courses: Leadership, Management and Supervisory
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
A Manager's Guide - How to Coach M5001SP Self Paced - 3 hours - Online .3 PDU $79
A Manager's Guide to Business Ethics in the 21st Century
M5002SP Self Paced - 10 hours - Online 10 PDU $249
A Manager's Guide to Effective Negotiations
M5003SP Self Paced - 5 hours - Online 5 PDU $79
A Manager's Guide to Handling Difficult Employee Behavior
M5004SP Self Paced - 10 hours - Online 10 PDU $199
A Manager's Guide to Information Technology
M5005SP Self Paced - 10 hours - Online ! CEU $199
A Manager's Guide to Managing People
M5006SP Self Paced - 5 hours - Online 5 PDU $79
A Manager's Guide to Superior Customer Service
M5007SP Self Paced - 3 hours - Online .3 CEU $79
A Manager's Guide to Time Management
M5008SP Self Paced - 3 hours - Online 3 PDU $79
A Manager's Guide to Workplace Conflict
M5009SP Self Paced - 6 hours - Online 6 PDU $99
Active Aggressor for Managers A5010SP Self Paced - 40 min - Online - $95
An Experience Like No Other C5011L Live 4/3/2019 1 day Augusta, ME L. Szelog 1/4 $325
Kennebec Savings Bank, 150 State Street, Augusta, Maine. Parking in lot or old courthouse across street.
Authentic Leadership A5012SP Self Paced - 15 min - Online - $55
Basics of Leadership Skills Certificate H5013SP Self Paced - - - Online - $200
Building Collaborative Teams A5014SP Self Paced - 15 min - Online - $55
Certificate in Leadership M5015SP Self Paced - 18 hours - Online - $199
Certificate in Project Management for Teams
M1033SP Self Paced - 35 hours - Online 30 PDU $845
Coaching A5017SP Self Paced - 15 min - Online - $55
Coaching to Support the Sales Process Suite
A5018SP Self Paced - 20 min - Online - $55
Communicating Vision A5019SP Self Paced - 15 min - Online - $55
Corrective Action A5020SP Self Paced - 15 min - Online - $55
Effective Meetings A5021SP Self Paced - 15 min - Online - $55
Emotional Intelligence for Managers M5022SP Self Paced - 3 hours - Online .3 CEU $79
Employee Recognition A5023SP Self Paced - 15 min - Online - $55
Employment Law A5024SP Self Paced - 3 hours - Online - $95
Empowerment A5025SP Self Paced - 15 min - Online - $55
Enhance Your Potential, Build Your Leadership Narrative
C5030L Live
5/2/2019 and
5/9/2019 9:00am—Noon
2 weeks New Gloucester,
ME S. Woodard 1/2 $325
Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left
Foundations of Leadership C5026GL Guided Learning - 4 months A. Lederer 1/2 $245
Interviewing A5027SP Self Paced - 15 min - Online - $55
Introduction to Leadership M5028SP Self Paced - 5 hours - Online - $79
For more information, detailed course descriptions are located at www.cftea.org
33
Courses: Leadership, Management and Supervisory
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
For more information, detailed course descriptions are located at www.cftea.org
Leaders and Work-Life Balance M5029SP Self Paced - 3 hours - Online 3 CEU $79
Leadership Development Certificate O5030SP Self Paced - - Online - $850
Leadership in Action Suite A5031SP Self Paced - 1.5 hours - Online - $195
Leading and Managing Change M5032SP Self Paced - 5 hours - Online 5 PDU $79
Leading Teams M5033SP Self Paced - 5 hours - Online 5 PDU $79
Leading with Influence C5034GL Guided Learning - 4 months - T. Perkins 1/2 $245
Leveraging the Benefits of a Diverse Workforce
A5035SP Self Paced - 55 min - Online - $95
Management CA5036ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Management CA5036ILO Instructor Led
Online 4/1/2019 12 weeks - Online 3 $645
Management CA5036ILO Instructor Led
Online 7/8/2019 12 weeks - Online 3 $645
Management C5036GL Guided Learning 6 months - T. Perkins 3 $450
Management Fundamentals Suite A5037SP Self Paced 1.5 hours - Online $275
Managers as Leaders: Building and Maintaining Your Team
C5038L Live
Call to Schedule
9:00am4:00pm
Full Day - - 1 $295
Managers as Leaders: Development, Coaching and Performance Management
C5039L Live
Call to Schedule
9:00am4:00pm
Full Day - - 1 $295
Managers as Leaders: Leadership and Management
C5040L Live
Call to Schedule
9:00am4:00pm
Full Day - - 1 $295
Managers as Leaders: Leading Service Excellence
C5041L Live
3/19/2019
9:00am4:00pm
Full Day White River Junction, VT
L. Blessing 1 $295
Mascoma Bank, 243 Sykes Mountain Avenue, White River Junction, Vermont
Managers as Leaders: Managing Time & Change in a Leadership Role
C5042L Live
2/19/2019
9:00am4:00pm
Full Day White River Junction, VT
L. Blessing 1 $295
Mascoma Bank, 243 Sykes Mountain Avenue, White River Junction, Vermont
Manager's Toolbox Certificate M5043SP Self Paced - 35 hours - Online - $320
Managing Change A5044SP Self Paced - 15 min - Online - $55
Managing in a Modern Organization M5045SP Self Paced - 5 hours - Online 5 PDU $79
Managing Performance A5046SP Self Paced - 15 min - Online $55
Mentoring: An Opportunity C5047L Live Call to Schedule - - - - $245
Professional Development for Supervisors I Certificate
H5048SP Self Paced - - - Online - $200
Professional Development for Supervisors II Certificate
H5049SP Self Paced - - - Online - $300
Sexual and Workplace Harassment for Managers
A5050SP Self Paced - 40 min - Online - $95
Courses: Leadership, Management and Supervisory
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU
Cost
Supervision CA4310ILO Instructor Led
Online 1/14/2019 12 weeks - Online 3 $645
Supervision CA4310ILO Instructor Led
Online 2/4/2019 12 weeks - Online 3 $645
Supervision C4310WC Webcourse 2/27/19 6:00pm—8:00pm
8 weeks - N. Hines 3 $450
Supervision CA4310ILO Instructor Led
Online 4/22/2019 12 weeks - Online 3 $645
Supervision CA4310ILO Instructor Led
Online 6/3/2019 12 weeks - Online 3 $645
Supervision CA4310ILO Instructor Led
Online 7/15/2019 12 weeks - Online 3 $645
Supervision C4310GL Guided Learning - 6 months - T. Perkins 3 $450
Supervisor / Team Leader Certificate A5051SP Self Paced - - - Online - $895
Teaching Adults for Supervisors: Motivate and Engaging Learners
T5052SP Self Paced - 2 hours - Online - $295
Today's Supervisor—Maine Evening C1121L Live 2/26/2019 6:00pm-9:00pm 8 weeks Machias, ME W. Schors 1 $770
Machias Savings Bank, 4 Center Street, Machias, Maine
Today's Supervisor - Maine Day 1 C5053L1 Live 4/23/2019
Full Day Augusta, ME L. Szelog
1
$770 Today's Supervisor - Maine Day 2 C5053L2 Live 4/30/2019 1
Today's Supervisor - Maine Day 3 C5053L3 Live 5/7/2019 1
Today's Supervisor - Maine Day 4 C5053L4 Live 5/14/2019 1
Maine State Library, 230 State Street, Augusta, Maine. Parking limited when legislation in session. Plan accordingly.
Today's Supervisor - Maine Day 1 C5053L1 Live 6/6/19 8:30am—4:00pm
Full Day Sanford, ME L. Szelog
1
$770 Today's Supervisor - Maine Day 2 C5053L2 Live 6/13/2019
8:30am—4:00pm 1
Today's Supervisor - Maine Day 3 C5053L3 Live 6/20/2019 8:30am—4:00pm
1
Today's Supervisor - Maine Day 4 C5053L4 Live 6/27/2019 8:30am—4:00pm
1
Sanford Institution for Savings, 900 Main Street, Use back door farthest to the right facing the building.
Today's Supervisor - New Hampshire Live Call to Schedule Full Day - TBA 1 $ 770
Today's Supervisor - Vermont Day 1 C5055L1 Live 2/28/2019 8:30am—4:00pm
Full Day Montpelier, VT
E. Antonucci
1
$770 Today's Supervisor - Vermont Day 2 C5055L2 Live 3/28/2019
8:30am—4:00pm 1
Today's Supervisor - Vermont Day 3 C5055L3 Live 4/25/2019 8:30am—4:00pm 1
Today's Supervisor - Vermont Day 4 C5055L4 Live 5/23/2019 8:30am—4:00pm 1
Comfort Inn and Suites at Maplewood, 213 Paine Turnpike N., Montpelier, Vermont
Today’s Supervisor—Virginia Day 1 C505521 Live 3/18/2019 8:30am—4:00pm
Full Day Hampton, VA N. Hines
1
$770 Today’s Supervisor—Virginia Day 2 C505522 Live 3/19/2019
8:30am—4:00pm 1
Today’s Supervisor—Virginia Day 3 C505523 Live 3/20/2019 8:30am—4:00pm 1
Today’s Supervisor—Virginia Day 4 C505524 Live 3/21/2019 8:30am—4:00pm 1
Old Point National Bank, 101 East Queen Street, Hampton, Virginia
Your Quest for Excellence C5060L Live
4/9/2019 and
4/16/2019 8:30am—3:30pm
Full Day New Gloucester,
Maine L. Szelog - $325
Courses: Learning and Development
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/
PDU Cost
Certificate in Online Learning M3001SP Self-Paced - 22 Hours - - 22 PDU $499
Micro-Learning Focused on Practice
and Application
C3002W Webcourse 3/22/2019Noon—1:00pm
1 hour - Diane Elkins 1/4 $99
Modern Classroom Certified Trainer
(MCCT)
LO3003 Webcourse TBA TBA - Andrew Lederer Valid for
3 Years
$499
Teaching Adults C3004L Live 3/28/2019 9:00am-Noon
3 Hours Hermon, Maine Betsy Maguire 1 $200
Camden National Bank—2530 Route 2, Hermon, Maine. Parking: Back parking lot
Teaching Adults C3004L Live 4/25/2019 9:00am-Noon
3 Hours New Gloucester,
Maine
Jay Hallam 1/4 $200
Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left
Skills and Tips for Running a Successful
Webcourse
M3004WC Webcourse 2/6/2019 5:30- - 7:30pm
2 Hours - Andrew Lederer 1/4 $150
Your Role as a Facilitator M3005L Live 5/1/2019 9:00am—Noon
3 Hours New Gloucester,
Maine
Andrew Lederer 1/4 $200
Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left
Courses: Technology Course Code Format Date(s) /Time Duration Location Instructor Credits/PDU Cost
Cybersecurity Fundamentals A2501SP Self-Paced - 30 Min. - - 1/4 $55
Cybersecurity Management A2502SP Self-Paced - 60 Min. - - 1/4 $295
Excel Power Hour: Analyzing Data
with Lookup Functions
N2503ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Auditing and
Protecting Workbooks
N2504ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Calculating and
Analyzing Data with IF Statements
N2505ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Connecting
Worksheets and Workbooks
N2506ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Creating Easy to
Read Spreadsheets
N2507UO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Creating
Interactive Reports with PivotCharts
N2508ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Discovering and
Presenting Trends Data with Charts
N2509ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Ensuring Data
Integrity
N2510ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: PivotTables Beyond
the Basics
N2511ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Excel Power Hour: Using PivotTables
to Present Interactive Data
N2512ILO Instructor Led
Online
Call to
Schedule
60 Min. - - 1/4 $49.95
Information Security and Red Flags A2513SP Self-Paced - 45 Min. - - 1/4 $95
Security Awareness Training M2514SP Self-Paced - 2 Hours - - 2 $15
35
Looking for QuickBooks, Microsoft Word, PowerPoint, Excel, I.T. or Adobe
training, please contact the CFTEA office for additional options.
37
Courses: Lending
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/PDU Cost
Advanced Credit Analysis and Business Finance
C6001L Live Call to Schedule 2 Days - V. DiCara - TBA
Analyzing Financial Statements
A6920D On Demand First Monday Each Month
8 weeks - M. Collamorecampbell 3 $450
Analyzing Financial Statements
A6920ILO Instructor Led
Online 2/11/2019 16 weeks TBA Online 3 $550
Analyzing Financial Statements
A6920ILO Instructor Led
Online 7/29/2019 16 weeks TBA Online 3 $550
Analyzing Financial Statements
A6920GL Guided Learning - 6 months - J. Hallam 3 $450
Analyzing Personal Financial Statements and Tax Returns
C6002L Live Call to Schedule - - V. DiCara - TBA
Analyzing the Tax Returns of Businesses
C6003L Live Call to Schedule - - V. DiCara - TBA
Appraisal Procedures A6004SP Self Paced - 1 hour - Online - $95
Basics of Mortgage Processing A6005SP Self Paced - 45 min - Online - $95
Certificate in Business and Commercial Lending
A6006SP Self Paced - - - Online - $600
Certificate in Lending Compliance Bundle
A6007SP Self Paced - 28 Hours - Online $2195
Commercial Lending A6350ILO
Instructor Led Online
2/4/2019 12 weeks - Online 3 $550
Commercial Lending A6350L Live
4/3/2019 6:00- -8:00 pm
8 weeks Rockland,
Maine V. Roberts 3 $450
The First, 63 Union Street, Rockland, Maine (next to post office)
Commercial Lending A6350GL Guided Learning - 6 months - T. Kolonoski 3 $450
Commercial Real Estate Lending Decision Process Package
A6008BSP Self Paced - 25 hours - Online - $720
Commercial Real Estate Lending Series 1: Types of CRE Loans, Risk Areas and Performance Drivers
A6009SP Self Paced - - - Online - $125
Commercial Real Estate Lending Series 2: The CRE Underwriting Process
A6010SP Self Paced - - - Online - $125
Commercial Real Estate Lending Series 3: Financing Different Types of Commercial Properties
A6011SP Self Paced - - - Online - $125
Commercial Real Estate Lending Series 4: Understanding & Evaluating Leases, Appraisals & Environmental Assessments
A6012SP Self Paced - - - Online - $175
Commercial Real Estate Lending Series 5: Loan Structure and Documentation Considerations
A6013SP Self Paced - - - Online - $125
Commercial Real Estate Lending Series 6: Construction Lending
A6014SP Self Paced -- - - Online - $175
Completing the HUD 1 A6015SP Self Paced - 30 min - Online $95
Consumer Credit Basics A6016SP Self Paced - 20 min - Online $55
Consumer Credit Products A6017SP Self Paced - 1.5 hours - Online $95
Consumer Lending A7008ILO
Instructor Led Online
1/14/2019 16 weeks - Online 3 $500
Consumer Lending A7008ILO
Instructor Led Online
6/24/2019 16 Weeks - Online 3 $500
Consumer Lending A7008GL Guided Learning - 6 months - A. Lederer 3 $450
38
Courses: Lending
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/PDU Cost
For more information, detailed course descriptions are located at www.cftea.org
Consumer Loan Processes A6018SP Self Paced - 20 min - Online - $55
Credit Products for Small Businesses
A6019SP Self Paced - 40 min - Online - $95
Discovering FHA Programs A6020SP Self Paced - 1 hour - Online - $95
Elements of Title Insurance A6021SP Self Paced - 1 hour - Online - $95
Essentials of Mortgage Lending
A6022SP Self Paced - 1.5 hours - Online - $95
Explaining Loan Modifications A6023SP Self Paced - 1 hour - Online - $95
Fundamentals of Consumer Lending Suite
A6024SP Self Paced - 40 min - Online - $95
Fundamentals of Credit Analysis and Business Finance
C6025L Live
4/10/2019 and
4/11/2019
9:00am—4:00pm
Full Day New Gloucester,
ME V. DiCara 2 $480
Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left
Fundamentals of Mortgage Lending
A6026ILO Instructor Led
Online 1/14/2019 6 weeks TBA Online - $300
Fundamentals of Mortgage Lending
A6026ILO Instructor Led
Online 6/17/2019 6 weeks TBA Online - $300
Gathering the Facts on Mortgage Fraud
A6027SP Self Paced - 1 hour - Online - $95
Handling Mortgage Inquiries and Making Referrals
A6028SP Self Paced - 1.5 hours - Online - $95
Introduction to Agricultural Lending
A6029ILO Instructor Led
Online 2/25/2019 8 weeks - Online - $475
Introduction to Agricultural Lending
A6029ILO Instructor Led
Online 7/15/2019 8 weeks - Online - $475
Lending as a Cornerstone of Banking
A6030SP Self Paced - 10 min - Online - $55
Lending Decision Process Complete Package
A6031BSP Self Paced - 50 hours - Online - $720
Lending Decision Process Series 1: Industry, Management and Economic Influences
A6032SP Self Paced - - - Online - $100
Lending Decision Process Series 2: Interpreting Quality of Financial Reports and Accounts
A6033SP Self Paced - - - Online - $100
Lending Decision Process Series 3: Analyzing the Company's Financial Performance and Condition
A6034SP Self Paced - - - Online - $200
Lending Decision Process Series 4: The Cash Cycle, Seasonality & Discovering Borrowing Causes & Repayment Sources
A6035SP Self Paced - - - Online - $150
Lending Decision Process Series 5: Analyzing Cash Flow Statements to Measure Long-Term Repayment Ability
A6036SP Self Paced - - - Online - $150
Lending Decision Process Series 6: Using Financial Projections to Fine Tune the Credit Analysis
A6037SP Self Paced - - - Online - $150
39
Courses: Lending
Course Code Format Date(s) /
Time
Duration Location Instructor Credits/PDU Cost
For more information, detailed course descriptions are located at www.cftea.org
Loan Collectors Training C6038GL Guided Learning - 4 months - A. Lederer 1 $300
Mortgage Customer Counseling and Prequalification
A6039SP Self Paced - 2.5 hours - Online - $95
Mortgage Lending Certificate O6040SP Self Paced - - - Online - $850
Personal Tax Return Analysis A6041SP Self Paced - 6 hours - Online - $95
Preparing the Closing Disclosure
A6042SP Self Paced - 1 hour - Online - $95
Preparing the Loan Estimate A6043SP Self Paced - 1 hour - Online - $95
Processing and Underwriting Credit
A6044SP Self Paced - 1 hour - Online - $95
Processing Income and Assets A6045SP Self Paced - 1 hour - Online - $95
Real Estate Appraisal CA6046ILO Instructor Led
Online 3/4/2019 12 weeks TBA 3 $645
Real Estate Appraisal CA6046ILO Instructor Led
Online 6/10/2019 12 weeks TBA 3 $645
Real Estate Finance CA6047ILO Instructor Led
Online 2/4/2019 12 weeks TBA 3 $645
Real Estate Finance CA6047ILO Instructor Led
Online 6/3/2019 12 weeks TBA 3 $645
Real Estate Law CA6048ILO Instructor Led
Online 2/11/2019 12 weeks TBA 3 $645
Real Estate Law CA6048ILO Instructor Led
Online 6/17/2019 12 weeks TBA 3 $645
Residential Mortgage Lender Certificate
A6049SP Self Paced - - - Online - $775
Residential Mortgage Lending CA6050ILO Instructor Led
Online 1/14/2019 12 weeks - TBA 3 $645
Residential Mortgage Lending CA6050ILO Instructor Led
Online 2/25/2019 12 weeks - TBA 3 $645
Residential Mortgage Lending CA6050ILO Instructor Led
Online 4/8/2019 12 weeks - TBA 3 $645
Residential Mortgage Lending CA6050ILO Instructor Led
Online 6/17/2019 12 weeks - TBA 3 $645
Residential Mortgage Lending CA6050ILO Instructor Led
Online 7/8/2019 12 weeks - TBA 3 $645
Residential Mortgage Lending C6050GL Guided Learning 6 months - A. Lederer 3 $450
Residential Mortgage Lending C6050L Live 1/8/2019
5:30pm—8:30pm 8 weeks Morrisville, VT M. Greene 3 $450
Union Bank, 20 Lower Main Street, Morrisville, Vermont
Reviewing the Appraisal Report
A6051SP Self Paced - 1 hour - Online $95
Small Business Borrowing A6052SP Self Paced - 50 min - Online $95
Structuring Commercial Loan Packages
C6053L Live Call to Schedule - - V. DiCara TBA
The Mortgage Lending Business
A6054ILO Instructor Led
Online 4/8/2019 6 weeks - TBA $300
Understanding Business Borrowers
A6055SP Self Paced - - - Online $150
40
Courses: Professional Skills and Special Topics
Course Code Format Date(s) /
Time
Location Instructor Credits/PDU Cost
A Question of Workplace
Attitude
C5001GL Guided Learning - - T. Perkins 1/2 $245
Adopting an Attitude for Success C5001L Live 3/5/2019 &
3/12/2019 5:30-8:00pm
Wells, ME A. Kenney 1/4 $200
Kennebunk Savings, Route 109 Wells, Maine
Balancing Home and Career C5002GL Guided Learning - - T. Perkins 1/4 $200
Certificate in Creativity and
Innovation
M5003SP Self-Paced - - - 22 PDU $249
Certified Teller Exam C5555L Live 4/3/2019
9:00am—11:00am
Hermon, ME T. Perkins - $85 first
$60 retake
Camden National Bank—2530 Route 2, Hermon, Maine. Parking: Back parking lot
Certified Teller Exam C5555L Live 5/14/2019
9:00am—11:00am
Sanford, ME A. Lederer - $85 first
$60 retake
Sanford Institution for Savings— 900 Main Street, Sanford, Maine. Parking: Back parking lot
Certified Teller Exam C5555L Live 5/16/2019
9:00am—11:00am
1:00pm—3:00pm
New Gloucester,
ME
T. Perkins - $85 first
$60 retake
Pineland Conference Center—16 Pineland Drive, New Gloucester, Maine, off Route 231, first building on left.
Certified Teller Exam Review C5000L Live 3/21/2019 &
3/28/2019
6:00pm—8:00pm
Hermon, ME B. Maguire - Free
Camden National Bank—2530 Route 2, Hermon, Maine. Parking: Back parking lot
Certified Teller Exam Review C5000L Live 4/302019 &
5/7/2019
5:30pm—7:30pm
Falmouth, ME A. DiCarlo - Free
Bath Savings Institution, 239 US Route One, Falmouth, Maine
Certified Teller Exam Review C5000WC Webcourse 4/302019 &
5/7/2019
5:30pm—7:30pm
- Z. Haines - Free
CTFA Exam Online Prep A5004ILO Instructor Led
Online
2/19/2019 - TBA - $1,125
CTFA Exam Online Prep A5004ILO Instructor Led
Online
8/5/2019 - TBA - $1,125
Dealing Effectively with
Co-Workers
A5005L Live 3/13/2019 &
3/20/2019
5:30pm—8:30pm
Morrisville, VT TBA 1/4 $200
Union Bank—20 Lower Main Street
Dealing Effectively with Co-Workers A5005SP Self-Paced - - - 1/4 $95
Dealing with Stress C5007GL Guided Learning - - T. Perkins 1/2 $245
Developing as a Professional C5008GL Guided Learning - - T. Perkins 1/2 $245
For more information, detailed course descriptions are located at www.cftea.org
41
Courses: Professional Skills and Special Topics
Course Code Format Date(s) /
Time
Location Instructor Credits/PDU Cost
Emotional Intelligence Works C5010GL Guided Learning - - A. Lederer 1/2 $245
Essentials of Workplace Conduct A5011SP Self-Paced - - - - $95
Goals and Goal Setting C5012GL Guided Learning - - T. Perkins 1/2 $245
H.S.A. Basics S5013L Live 3/21/2019
8:30am—Noon
Montpelier, VT M. Cyr 1/4 $295
Comfort Inn and Suites at Maplewood, 213 Paine Turnpike N., Montpelier, VT
H.S.A. University (Includes Exam
for Certification)
S5013ILO Instructor Led
Online
2/28—3/28/2019
5/2—5/30/2019
7/11—8/8/2019
10/3—10/31/2019
- TBA 1/2 $899
Improving Productivity A5014SP Self–Paced - - - - $95
Introduction to IRAs A5015SP Self–Paced - - - - $95
IRA Basics S5017L Live 3/20/2019
8:30am—4:00pm
Montpelier, VT M. Cyr 1/2 $295
Comfort Inn and Suites at Maplewood, 213 Paine Turnpike N., Montpelier, VT
IRA Advanced S5016L Live 3/13/2019
9:00am—2:30pm
Wells, ME M. Cyr 1/2 $295
York County Community College, 112 College Drive, Wells, Maine—2nd Floor Charlie Lyons Community Room
This event is not sponsored or endorsed by York County Community College or the Maine Community College System.
IRA Advanced S5016L Live 4/3/2019
9:00am—2:30pm
Hampton, NH M. Cyr 1/2 $295
Kennebunk Savings Bank—24 Winnacunnet Road, Hampton, New Hampshire Community Room
IRA Essentials OnDemand S5018SP Self-Paced
30 Day Access
- - - - $249
IRA University (Includes Exam for
Certification)
S5019ILO Instructor Led
Online
2/27 - 4/3/2019
5/1—6/5/2019
7/10—8/4/2019
10/2—11/6/2019
- TBA 1/2 $1,199
Making Your Performance
Review Work for You
C5020L Live 4/24/2019 9:00am-Noon
Augusta, ME B. O’Brien 1/4 $295
Kennebec Savings Bank, 150 State Street, Augusta, Maine. Parking limited based on Legislation session. Arrive early.
Managing Change C5021GL Guided Learning - - T. Perkins 1/4 $200
Managing Time At Work A5022SP Self-Paced - - - - $95
Managing Your Time A5023GL Guided Learning - - T. Perkins 1/2 $245
Medallion Program and
Signature Guarantee: An
Overview of the Processes, Rules
& Risks
C5024L Live Call to Schedule - A. Piombino 1/4 $200
Notary Public Vermont Law
Changes for All Notaries
C5025L Live 2/12/2019
9:00am—Noon
Montpelier, VT A. Piombino 1/4 $200 plus
materials
Comfort Inn and Suites at Maplewood, 213 Paine Turnpike N., Montpelier, Vermont
For more information, detailed course descriptions are located at www.cftea.org
42
Courses: Professional Skills and Special Topics
Course Code Format Date(s) /
Time
Location Instructor Credits/PDU Cost
Notary Public Vermont Law
Changes for All Notaries
C5025L Live 4/17/2019
9:00am—Noon
White River
Junction, VT
A. Piombino 1/4 $200 plus
materials
Comfort Inn, 56 Ralph Lehman Drive, White River Junction, Vermont
Notary Public Vermont Law
Changes for All Notaries
C5025L Live 4/16/2019
9:00am—Noon
Colchester, VT A. Piombino 1/4 $200 plus
materials
Hampton Inn, 42 Lower Mountain View Drive, Colchester, Vermont
Notary Public Vermont Law
Changes for All Notaries
C5025L Live 3/13/2019
9:00am—Noon
Bennington, VT A. Piombino 1/4 $200 plus
materials
The Lightning Jar / VSECU Collaborative Meeting Space, 194 North Main Street, Bennington, Vermont
Online Communication Suite
(Social Media)
A5026SP Self Paced - - - - $55
Personal Branding M5027SP Self Paced -- - - - $49
Personal Creativity M5028SP Self Paced - - - - $79
Personal Finance M5030SP Self Paced - - - - $49
Presentation Skills Suite A5030SP Self Paced - - - - $95
Professional Development 1:
Balancing Priorities
H5031GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 2:
Creative Problem Solving
H5032GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 3:
Developing Positive Relationships
H5033GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 4:
Effective Listening Skills
H5034GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 5:
How to Manage Your Emotions
H5035GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 6:
Productive Work Habits
H5036GL Guided Learning - - T. Perkins 1/4 $75
Professional Development 1
Certificate
H5037SP Self Paced - - - - $200
Professional Development 1
Certificate Package
H5038BGL Guided Learning - - T. Perkins - $200
Professional Development 2
Certificate
H5039SP Self Paced - - - - $200
Sales Essentials 1:
Understanding the Sales Cycle
H5040GL Guided Learning - - T. Perkins 1/4 $75
Sales Essentials 2: Prospecting
and Territory Management
H5041GL Guided Learning - - T. Perkins 1/4 $75
Sales Essentials 3: Open the
Sales Call
H5042GL Guided Learning - - T. Perkins 1/4 $75
Sales Essentials 4: What to Ask,
How to Listen
H5043GL Guided Learning - - T. Perkins 1/4 $75
Sales Essentials 5: Presenting,
Overcoming and Closing
H5044GL Guided Learning - - T. Perkins 1/4 $75
Sales Essentials 6: Developing
Clients for Life
H5045GL Guided Learning - - T. Perkins 1/4 $75
43
Courses: Professional Skills and Special Topics
Course Code Format Date(s) /
Time
Location Instructor Credits/PDU Cost
Sales Essentials Certificate H5046SP Self Paced - - - - $200
Sales Essentials Certificate H5047BGL Guided Learning - - T. Perkins 1/2 $200
Sales Experience Package O5048SP Self Paced - - - - $459
Sales Management C5049GL Guided Learning - - T. Perkins 1/2 $245
Sales Planning Suite A5050SP Self Paced - - - - $55
Sales Training Basics C5051GL Guided Learning - - T. Perkins 1/2 $245
Selling Fundamentals CA5052ILO Instructor Led
Online
1/14/2019
3/18/2019
5/13/2019
7/22/2019
- TBA 3 $575
Selling in a Social World
(Bundle)
A5053BSP Self Paced - - - - $129
Selling in a Social World:
Engage Your Audience
A5054SP Self Paced - - - - $49
Selling in a Social World:
Extend Your Reach
A5055SP Self Paced - - - - $89
Successful Sales Campaigns A5056SP Self Paced - - - - $95
Winning at Human Relations C5057GL Guided Learning - - T. Perkins 1/2 $245
Working in Teams C5058GL Guided Learning - - T. Perkins 1/2 $245
Working Together C5059GL Guided Learning - - T. Perkins 1/2 $245
Today’s Supervisor Class—New Gloucester, Maine October 2018
(left to right): Sarah Sanchez, Damariscotta Bank & Trust, Eddie Williams, Norway Savings, Catie Fournier, Infinity FCU, Jeremy Ryan, Infinity FCU,
Brenda Card, Norway Savings, Barbara Berinato, Norway Savings, Hannah Moore, Damariscotta Bank & Trust, Sarah Hawkes, Norway Savings
44
Withdrawal Policy
Withdrawal from a course is required in writing to the
CFTEA office. A student may withdraw from a class
with no fees assessed up to ten business days prior to
the start of the class. Refunds will deduct a $25.00
cancellation fee, cost of materials and postage/
handling. To avoid a cancellation fee, the course may
be transferred to another student for $50 prior to the
start date. Once a class begins, no refund is issued for
a withdrawal.
Additional cancellation charges:
Instructor Led Online
8-16 week classes……….$130 Cancellation Charge
Instructor Led Online
short classes……...……….$ 75 Cancellation Charge
ABA Self-paced , Ascensus, MindEdge, OnCourse
classes……………………..No refunds
Any student who registers for a class, does not inform
the CFTEA office of withdrawal and does not attend
the class will be charged the full tuition rate.
Cancellation Due to Bad Weather
Winter weather can be volatile and unpredictable.
Because of this CFTEA will expect payment for any
enrollment cancellation due to anticipated bad
weather after the deadline requirements in the
Withdrawal Policy. At the discretion of CFTEA, with
the exception of classes held at a high school, college
or university, should bad weather become a deterrent
for any student(s) to attend a class on the day/evening
of the program, there will be no charge for the
enrollment. The decision to cancel any evening class
will be made by 2:00 PM. Daytime classes will be
cancelled by 3:00 PM the day before the class The
CFTEA office will contact a student enrolled in a
cancelled class.
NOTE: Classes being held at a high school, college or
university will be canceled when the school makes the
decision to close for bad weather. Please listen to
radio stations in your area that would have
information about school closings for inclement
weather.
Policies
CFTEA Smoking Policy
A smoke-free environment is maintained at all CFTEA clas-
ses, seminars and workshops, and social events. In most
cases, smoking areas are available at class and seminar
locations. Your instructors will be aware of the smoking
areas.
Class Attendance Policy
Student attendance and class participation are in many
classes critical to the learning objectives of the class.
CFTEA has established the following policy regarding
student absences.
More than one absence in any class longer than three
sessions, and any absence in a class of three or fewer
sessions may jeopardize the student’s receipt of credit
for the class.
Instructors may waive these policies with adequate and
documented reasons and after discussions with the
CFTEA office.
CFTEA OnDemand Cancelation Policy
CFTEA appreciates being a preferred educational partner
and provides work setting up OnDemand or In-House live
programs for th benefit of organizations. At times
changes or situations may occur that impact a course
running. It is important to communicate with the CFTEA
office if there is any change that impacts an agreed upon
course to run. If a course cannot be rescheduled, the
following cancelation policy is applicable.
Cancelation of the program within:
30 days of program date—100% recoupment of
program costs.
60 days of program date—50% recoupment of
program costs.
90 days of program date—25% recoupment of
program costs.
45
CFTEA Code of Ethics and Conduct Policy
The Center for Financial Training and Education
Alliance (CFTEA) recognizes that it takes more than
quality education and a commitment to the students
that it serves to be successful in accomplishing our
mission. We rely heavily on our solid reputation for
honesty, fairness, and ethical conduct to attract our
students, recruit quality instructors, and retain the high
level of organizational support and respect.
Our reputation ultimately rests on the good judgment
and personal integrity of everyone - staff, volunteer
leaders, students, instructors, and all other individuals
and organizations - involved with CFTEA.
Those associated with CFTEA in any capacity shall
commit themselves to:
Striving for excellence in all aspects of CFTEA;
Using only legal and ethical means in all CFTEA
activities, including conducting all financial
transactions in a responsible manner;
Acting with impartiality in all CFTEA matters;
Maintaining the confidentiality of privileged
Information entrusted or known to them by virtue of
their association with CFTEA;
Refusing to engage in, or tolerate, activities for
personal gain at the expense of CFTEA or our
business partners; and
Communicating in a truthful and accurate manner.
Academic Integrity Policy
CFTEA strongly supports the concept of academic
integrity and seeks to foster sound moral behavior in
its students and faculty. Academic dishonesty can take
many forms, including cheating on examinations,
plagiarism, aiding others to commit dishonest acts,
etc., and must never be tolerated. Students engaging
in academic dishonesty are subject to serious
consequences. Instructors who observe or suspect an
incident of academic dishonesty shall bring it to the
attention of an appropriate center official immediately
for prompt investigation, review and action.
Policies
Student File Change Policy
Student files are maintained at the CFTEA office. A file is
begun for a student when his/her first enrollment form for
any class arrives at the CFTEA office. Student records are
maintained by the last four digits of the student’s social
security number. Should you desire not to provide us with
this information, we will assign a student identification
number to the enrollment listed on the enrollment form.
If a student changes their name or place of employment,
please contact the CFTEA office with corrections as soon
as possible at 888.366.3242 or [email protected].
ACE College Credit Recommendations
The American Council on Education’s College Credit
Recommendation service (ACE Credit) has evaluated and
recommended college credit for several Instructor-Led
online classes listed in this catalog and the credit
recommendation is listed in the indicated column.
The American Council on Education, the major
coordinating body for the nation’s higher education
institutions, seeks to provide leadership and a unifying
voice on key higher education issues and to influence
public policy through advocacy, research, and program
initiatives. ACE CREDIT connects workplace learning with
colleges and universities by helping adults gain access to
academic credit at colleges and universities for formal
courses and examinations taken in the workplace or other
settings outside traditional higher education.
These recommendations do not guarantee you will receive
college credit for these classes. The decision is made
independently by each college or university. The ACE
website lists the Colleges and Universities that have agreed
to accept the credit recommendations when appropriate.
Prior to enrolling into a course specifically to transfer the
credits to the college or university you are attending please
confirm directly with the school that they will accept the
credits upon successful completion of the class.
46
Grading Policy
In-class: Grade reports will be sent to students as soon
as possible after the grades have been received from
the instructor. Grade reports to the financial institutions
will be sent in bulk at the end of the semester - in
January and in July. A student may request in writing
that a grade report be sent to his/her human resource
department sooner than at the end of the semester if
the grade is necessary for a promotion, salary in-
crease, etc.
Online and Self Study: Grades are sent to students
upon CFTEA’s receipt of the final grade from the
instructor or completion of the self-paced programs.
CFTEA uses an official letter grading system for
courses eligible for credit, but does not include pluses
(+) or minuses (-). Letter grades are as follows:
90 - 100 = A (Excellent)
80 - 89 = B (Above Average)
70 - 79 = C (Average)
60 - 69 = D (Below Average)
Below 60 = F (Failing)
P = (Passing)
W = (Withdrawn)
I = (Incomplete, may be
completed and a grade posted.)
A class showing an incomplete grade must be
successfully completed within three months of the end
date of the class in order for the grade to be changed
to a letter grade. Otherwise the incomplete grade will
remain as a permanent record on the transcript.
Transcript Policy
An unofficial transcript of a student’s classes may be
requested by the student in writing. An official
transcript may be sent to a college or other
educational facility. There is a $10.00 fee for an
official transcript which must be paid at the time of the
request.
Policies
When ordering, please include in the request your name,
the last four digits of your social security number or your
student ID number, your telephone number and the
address to which the transcript should be sent, along with
the $10.00 fee payable to CFTEA.
All CFTEA records are maintained under the last four digits
of a student’s social security number. If this information
was not supplied to the CFTEA office during an registration
for a course, it may cause any transfer request to be
incomplete.
Transfer Credit Policy
To save students time and added expense, please first
contact the CFTEA office at 888.366.3242 or
[email protected] for assistance to complete the appropriate
paperwork.
Credit for completed college courses may be transferred to
a student’s CFTEA transcript. Classes must be completed at
an accredited post-secondary institution. The credits must
be accompanied by grades of “C” or better in order to be
eligible for transfer.
In order to transfer credits from a college to CFTEA, the
CFTEA office must be sent an official transcript of the
student’s credits and grades from the college as well as
course descriptions for the classes intended to be
transferred. A fee of $40.00 is assessed for the evaluation
of transfer credit which must accompany the request.
Tuition Policy
Tuition rates for all learning formats may be found on the
pages listing the programs.
In–House Course Tuition:
1/4 and 1/2 Credit Classes……………. $60.00
1 or 2 Credit Classes……………………. $70.00
3 Credit Classes………………………….. $90.00
Transfers from Vendor Programs (outside enrollment):
Per course transfer ……………………….. $15.00
Transfers from College Programs:
Per course transfer ……………………….. $40.00
47
Enrollment Policy
Students may enroll in any CFTEA course by
paying at registration or with their approval of their
supervisor, learning and development
department or Human Resources.
Enrollments not directly paid by a student are billed to
an organization throughout the month and are based
on the guidelines found in the policies section of this
catalog.
Testing Out Policy
CFTEA will allow students to test out of a guided learn-ing course for a $150 fee. Please direct questions related to testing out to the Executive Director, Andrew Lederer.
Guided Learning Extension Policy
Extensions are not granted for 1 credit or less classes.
Any course not completed within six months will be
automatically closed.
Extensions for 3 credit classes allow for one three-
month extension with no fee. Any 3 credit class
requiring an extension past nine months from the start
of the date of the class will be assessed a $50
extension fee per three-month period up to 18 months
past the original start date.
Extensions are granted for 3 credit courses only when
course work has been completed.
Guided Learning Testing Out Extension Policy
One three-month extension will be granted. No testing
out enrollment will remain open longer than six
months.
Policies
Policy of Nondiscrimination
CFTEA reaffirms its standing policy of nondiscrimination in employment and in all programs and activities with respect to race, creed, color, sex, sexual orientation, age, religion, ethnic or national origin, handicap or veteran status.
Textbook Purchase Policy
Textbooks purchased through the CFTEA office for a live or
in-house course will be billed to the organization through
the month.
At times additional textbooks are sent to an
organization cover late enrollments. Remaining
textbooks may be kept by an organization for future
classes. Unused textbooks are to be returned to the CFTEA
office within 30 days to avoid a charge.
Textbooks will be examined for acceptable condition. Any
textbooks not in a usable condition will be billed to the
organization.
Parking Policy
CFTEA does not pay for student parking at locations where
free parking is not available. In most cases, a student’s
financial institutions also do not pay for student parking.
Please inquire within your financial institution prior to
submitting for payment through your organization.
Payment Policy
CFTEA will invoice organizations for payment or accept payment at time of registration MasterCard, Visa, Discover and American Express credit cards are also accepted.
Course Descriptions Policy All updated course descriptions are located on our website at www.cftea.org.
ENROLLMENT FORM
Enroll online at: www.cftea.org
Or complete form, scan to email: [email protected] or FAX: 207.514.8260
____________________________ ___ _______________________________ __________ First Name (please print) M Last Name Last 4 Digits SSN
___________________ __________________ __ __________________________________ Work Telephone Fax Number Work Email
Organization Name and Address (P.O. Box and Physical Address):
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Using a different email address for course communication? Please provide below:
Testing out of a guided learning course? Course # and Name:_____________________________________________
Students paying their own tuition must pay the full amount at time of enrollment. MasterCard and VISA are accepted. If you plan
to pay by credit card, check here and a CFTEA representative will call you for credit card information
Other arrangements may be made—call 888.366.3242 or 207.688-6224.
I confirm that I have read the withdrawal policies and code of ethics statement in the CFTEA catalog and fully understand their
meaning. I hereby authorize CFTEA to release my grades to the appropriate representative of my organization. I understand that
if I fail to meet the requirements of my organization, I may be held personally responsible for tuition and fees to my organization.
If I am a degree student at a school affiliated with CFTEA, I authorize CFTEA to release my transcript and grades to the college I
am attending. **I have read and understand CFTEA’s withdrawal policies.**
____________________________________________ ________________ _________________________________________
Student Signature Date Authorization of Student’s Employer
Course # Course Title Location Date
Revision: 2019.1.4
Additional Notes to CFTEA Office: